Lily Ho
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To receive relevant and helpful financial insights from me, please subscribe to my email list. Only your email is required. As a financial consultant through JPL Financial and Insurance Services, Inc. and JK Financial Services, Inc., I am dedicated to helping my clients work toward improving their financial futures. To do it right takes commitment and planning and the services of a capable financial professional like me.

I have the resources, knowledge and over 20 years of experience to help you develop and implement a sound financial strategy. My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives. Through both JPL Financial and Insurance Services Inc. and JK Financial Services, Inc., I can offer access to a broad range of financial products and services.

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first. This article explores demographic trends that are dimming Social Security's financial outlook and proposals to address the looming shortfall.
Services
Lily Ho has been providing a range of financial products and services since 2000 to help enhance, protect and preserve the assets of her clients.
Ms. Ho offers access to hundreds of mutual funds, variable annuities, VULs, Life insurances, and professionally managed portfolios.
Instead of worrying about short-term market indicators, the investment companies that Ms. Ho works with provide financial tools that will integrate into an investment strategy suited to your long-term needs.
Ms. Ho works with each client to develop a personalized financial strategy that keeps important and long-term goals in focus despite potential temporary market volatility.
We've put together a library of information on important financial topics that we believe you'll find helpful.
This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions.
They are not intended to predict future returns or results.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Rates of return will vary over time, particularly for long-term investments.
Investments offering the potential for higher rates of return also involve a higher degree of risk of loss.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Select one of the flipbooks below and click the image to view it.
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
Weighing the risks and rewards of various investment options can help you develop a sound investment strategy.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
You are encouraged to seek advice from an independent tax or legal professional.
The content is derived from sources believed to be accurate.
Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
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